JEANNINE J BARRETT FOUNDATION 10-17-2006: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEANNINE J BARRETT FOUNDATION 10-17-2006 (EIN 20-7165386)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201331289349101003
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T15:52:21-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431305800 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS MO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 SUNNEN DR SUITE 100 | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63143 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207165386 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEANNINE J BARRETT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEAN | NameControl |
| Phone | 3145766800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 PROGRESS PARKWAY | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63043 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL G BARRETT | Name |
| Title | TRUSTEE | Title |
| Phone | 3145766800 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP N CHILTON | Name |
| PTIN | P00853762 | PTIN |
| Phone | 3146151200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 784765 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 20786 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20786 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20197 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 69001 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20197 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 40983 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40983 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3150 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 425 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 425 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3095 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3095 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6670 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6670 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 40750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 40750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47420 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6670 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6437 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34313 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 145 | CashBOY |
| Cash EOY | 9650 | CashEOY |
| Cash EOYFMV | 9650 | CashEOYFMV |
| Investments Corp Stock BOY | 688293 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 672351 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 775115 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 688438 | TotalAssetsBOY |
| Total Assets EOY | 682001 | TotalAssetsEOY |
| Total Assets EOYFMV | 784765 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 688438 | RetainedEarningsBOY |
| Retained Earnings EOY | 682001 | RetainedEarningsEOY |
| Total Net Assets BOY | 688438 | TotalNetAssetsBOY |
| Total Net Assets EOY | 682001 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 688438 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 682001 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 688438 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6437 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 682001 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 682001 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| ROYCE PREMIER FUND | P | 2012-09-18 | 10694 | 9723 | 971 | 971 | |
| ISHARES TR RUSSELL | P | 2012-01-17 | 5025 | 4364 | 661 | 661 | 2010-09-14 |
| ISHARES TR RUSSELL | P | 2012-09-08 | 8091 | 6234 | 1857 | 1857 | 2010-09-14 |
| ISHARES TR RUSSELL | P | 2012-09-18 | 8091 | 6234 | 1857 | 1857 | 2010-09-14 |
| ISHARES TR RUSSELL | P | 2012-09-18 | 8091 | 6234 | 1857 | 1857 | 2010-09-14 |
| ISHARES TR RUSSELL | P | 2012-09-18 | 15776 | 12157 | 3619 | 3619 | 2010-09-14 |
| ROYCE PREMIER FUND | P | 2012-09-18 | 4306 | 3858 | 448 | 448 | |
| CAPITAL GAINS DIVIDENDS | P | 8927 | 8927 | 8927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20197 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 39808 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 700035 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056866 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 36239 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 740330 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048950 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 34269 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 670005 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.051147 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 49847 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 879088 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056703 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 44490 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 965870 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046062 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259728 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051946 | AverageDistributionRatio |
| Net Noncharitable Assets | 680077 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35327 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 343 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 35670 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40750 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 343 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 343 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 343 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 343 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL G BARRETT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3145766800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 PROGRESS PARKWAY | AddressLine1 |
| City | ST LOUIS | City |
| State | MO | State |
| ZIP Code | 63043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DANIEL G BARRETT | ||||||||
| 77 PROGRESS PARKWAY | ST LOUIS | MO | 63043 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| TIMOTHY R BARRETT | ||||||||
| 77 PROGRESS PARKWAY | ST LOUIS | MO | 63043 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| PATRICK J BARRETT | ||||||||
| 77 PROGRESS PARKWAY | ST LOUIS | MO | 63043 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| KATHLEEN M RUTH | ||||||||
| 77 PROGRESS PARKWAY | ST LOUIS | MO | 63043 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 677442 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12991 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 690433 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 690433 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10356 | CashDeemedCharitable |
| Net Noncharitable Assets | 680077 | NetNoncharitableAssets |
| Minimum Investment Return | 34004 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34004 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 343 | TaxBasedOnInvestmentIncome |
| Total Tax | 343 | TotalTax |
| Distributable Amount Before Adj | 33661 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33661 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33661 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40750 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40750 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 343 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40407 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33661 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5663 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 6199 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1031 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 5190 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 18083 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40750 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33661 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7089 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 25172 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 5663 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19509 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 6199 | ExcessFromYear4 |
| Excess From Year3 | 1031 | ExcessFromYear3 |
| Excess From Year1 | 5190 | ExcessFromYear1 |
| Excess From Current Year | 7089 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NATIONAL CHARITY LEAGUE | |||||||
| PO BOX 92681 | SOUTHLAKE | TX | 76092 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| VILLA DUSCHESNE | |||||||
| 801 S SPOEDE ROD | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,200 |
| DESMET JESUIT HIGH SCHOOL | |||||||
| 233 N NEW BALLAS | CREVE COEUR | MO | 63141 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,750 |
| ANNIE'S HOPE | |||||||
| 1333 W LOCKWOOD SUITE 104 | ST LOUIS | MO | 63122 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| KENRICK-GLENNON SEMINARY | |||||||
| 5200 GLENNON DR | ST LOUIS | MO | 631194330 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| ST LOUIS UNIVERSITY HIGH | |||||||
| 4970 OAKLAND AVE | ST LOUIS | MO | 63110 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,350 |
| ST JOSEPH'S ACADEMY | |||||||
| 2307 S LINDBERGH BLVD | ST LOUIS | MO | 63131 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| OUR LADY'S INN | |||||||
| 4223 S COMPTON | ST LOUIS | MO | 63111 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 |
| SISTERS OF ST JOSEPH | |||||||
| 6400 MINNESOTA AVE | ST LOUIS | MO | 631112899 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 3225 N FLORISSANT AVENUE | ST LOUIS | MO | 631073521 | NONE | PUBLIC CHARITY | GENERAL FUND | $800 |
| 100 NEEDIEST CASES | |||||||
| PO BOX 955925 | ST LOUIS | MO | 631955925 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 15610 | FORT WORTH | TX | 76119 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| ST GERARD MAJELLA PARISH | |||||||
| 1971 DOUGHERTY FERRY RD | ST LOUIS | MO | 63122 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| SISTERS OF DIVINE PROVIDENCE | |||||||
| 3415 BRIDGELAND DR | BRIDGETON | MO | 63044 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 |
| NATIONAL MARROW DONOR PROGRAM | |||||||
| 3001 BROADWAY ST NE 500 | MINNEAPOLIS | MN | 55413 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| GOOD SHEPHERD CATHOLIC COMMUNITY | |||||||
| 1000 TINKER RD | COLLEYVILLE | TX | 76034 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 |
| HEROES FOR CHILDREN | |||||||
| 1701 N COLLINS SUITE 240 | RICHARDSON | TX | 750803553 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,750 |
| ST MICHAEL SCHOOL | |||||||
| 6345 WYDOWN BLVD | CLAYTON | MO | 63105 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,300 |
| OUR LITTLE HAVEN | |||||||
| 4316 LINDELL BLVD | ST LOUIS | MO | 63108 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 40750 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,786 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,197 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $40,983 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40983 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $3,150 | Amount |
| Net Investment Income | 3150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 672351 | EOYBookValue |
| EOYFMV | 775115 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT MANAGEMENT FEES | Description |
| Revenue And Expenses Per Books | 3095 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3095 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $425 | Amount |
| Net Investment Income | 425 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments